Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q1 2024 (March 31)2,095holders
6famous investors
$342.39avg. 13F price*
At the end of Q1 2024, 2,095 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings. The largest holders were Bank of America Corp. ($14.5B), Jones Financial Companies LLLP ($6.4B) and Morgan Stanley ($4.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard Mrngstar GR ETF-Sui
- CUSIP
- 922908736
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $202.0M |
| Exits | 83 | $103.3M |
Ownership 2,095 holders
| Bank of America Corp. | 1.43% | Add +4.4% | 42,120,846 | $14.5B |
| Jones Financial Companies LLLP | 8.67% | Reduce -3.9% | 18,484,909 | $6.4B |
| Morgan Stanley | 0.37% | Add +2.9% | 13,250,212 | $4.6B |
| Financial Engines Advisors L.L.C. | 6.94% | Reduce -8.5% | 8,945,905 | $3.1B |
| Envestnet Asset Management Inc. | 1.08% | Reduce -4.6% | 8,416,874 | $2.9B |
| UBS Group AG | 0.62% | Reduce -0.4% | 5,499,994 | $1.9B |
| LPL Financial LLC | 0.88% | Add +2.5% | 4,728,522 | $1.6B |
| Tiaa Trust, National Association | 3.73% | Add +3.6% | 3,539,310 | $1.2B |
| Ameriprise Financial Inc. | 0.33% | Add +3.5% | 3,455,217 | $1.2B |
| Wells Fargo & Company | 0.30% | Add +2.0% | 3,311,008 | $1.1B |
| FMR LLC | 0.07% | Reduce -1.7% | 2,920,520 | $1.0B |
| EP Wealth Advisors, LLC | 11.71% | Add +0.6% | 2,911,394 | $1.0B |
| Mill Creek Capital Advisors, LLC | 24.76% | Add +6.8% | 2,650,458 | $912.3M |
| Rwa Wealth Partners, LLC | 12.08% | Reduce -4.6% | 2,607,233 | $897.4M |
| PNC Financial Services Group, Inc. | 0.57% | Reduce -0.7% | 2,401,594 | $826.6M |
| Bank of New York Mellon Corp | 0.13% | Add +10.5% | 2,028,494 | $698.2M |
| Royal Bank of Canada | 0.16% | Reduce -1.0% | 1,904,074 | $655.4M |
| Commonwealth Equity Services, LLC | 1.02% | Add +0.6% | 1,778,149 | $612.0M |
| D.A. Davidson & Co. | 5.48% | Reduce -8.5% | 1,762,572 | $606.7M |
| Balentine LLC | 17.90% | Add +42.8% | 1,742,566 | $599.8M |
| Sei Investments Co. | 0.80% | Reduce -1.5% | 1,586,558 | $546.1M |
| Northwestern Mutual Wealth Management Co. | 0.56% | Add +1.4% | 1,584,715 | $545.5M |
| JPMorgan Chase & Co. | 0.05% | Add +6.2% | 1,581,215 | $544.3M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -36.3% | 1,521,326 | $523.6M |
| Mariner, LLC | 1.06% | Add +6.9% | 1,483,528 | $510.6M |
| Raymond James Financial Services Advisors, Inc. | 0.68% | Reduce -0.2% | 1,335,391 | $459.6M |
| HighTower Advisors, LLC | 0.70% | Reduce -0.2% | 1,251,188 | $430.7M |
| Performance Wealth Partners, LLC | 17.82% | Add +5.0% | 1,233,834 | $424.7M |
| Cetera Investment Advisers | 0.84% | Add +114.2% | 1,036,238 | $356.7M |
| Mission Wealth Management, LP | 9.50% | Add +5.6% | 1,029,566 | $354.4M |
| Choreo, LLC | 8.66% | Add +2.7% | 980,046 | $337.3M |
| Truist Financial Corp. | 0.51% | Reduce -14.1% | 973,135 | $335.0M |
| Modera Wealth Management, LLC | 5.06% | Add +4.6% | 964,994 | $332.2M |
| Raymond James & Associates | 0.22% | Reduce -1.9% | 935,700 | $322.1M |
| Osaic Holdings, Inc. | 0.68% | Reduce -23.7% | 888,352 | $305.9M |
| Captrust Financial Advisors | 1.10% | Reduce -4.5% | 872,025 | $300.2M |
| MML Investors Services, LLC | 1.06% | Add +2.0% | 747,649 | $257.3M |
| Northeast Financial Consultants Inc | 12.49% | Add +5.3% | 739,002 | $254.4M |
| Moneta Group Investment Advisors LLC | 4.07% | Add +26.3% | 725,186 | $249.6M |
| Signature Estate & Investment Advisors LLC | 6.95% | Add +9.1% | 714,064 | $245.8M |
| Stifel Financial Corp. | 0.27% | Reduce -0.2% | 693,340 | $238.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -4.3% | 681,282 | $234.5M |
| CBIZ Investment Advisory Services, LLC | 15.94% | Add +0.4% | 666,411 | $229.4M |
| Equitable Holdings, Inc. | 2.56% | Reduce -0.5% | 659,853 | $227.1M |
| Corient Private Wealth LP | 0.39% | Reduce -1.0% | 637,288 | $219.4M |
| Merit Financial Group, LLC | 5.20% | Reduce -7.0% | 643,518 | $218.1M |
| Waverly Advisors, LLC | 4.79% | Add +1.8% | 591,070 | $203.4M |
| United Capital Financial Advisors, LLC | 1.59% | Reduce -6.9% | 558,634 | $192.3M |
| Cullen/Frost Bankers, Inc. | 2.82% | Add +0.8% | 553,012 | $190.3M |
| Assetmark, Inc. | 0.60% | Add +16.0% | 539,859 | $185.8M |
| Mather Group, Llc. | 2.79% | Reduce -0.6% | 569,266 | $177.0M |
| Garde Capital, Inc. | 12.09% | Add +5.5% | 502,290 | $172.9M |
| Wealth Enhancement Advisory Services, LLC | 0.44% | Reduce -0.2% | 498,011 | $171.4M |
| Two Sigma Investments, LP | 0.40% | Add +12.0% | 459,300 | $158.1M |
| Truepoint, Inc. | 4.39% | Reduce -3.9% | 448,520 | $154.4M |
| Waldron Private Wealth LLC | 6.93% | Add +0.9% | 445,995 | $153.5M |
| Cambridge Investment Research Advisors, Inc. | 0.57% | Add +2.1% | 433,603 | $149.2M |
| Cwm, LLC | 0.71% | Add +17.7% | 425,340 | $146.4M |
| Kestra Advisory Services, LLC | 0.96% | Add +7.3% | 416,746 | $143.4M |
| Private Advisor Group, LLC | 0.99% | Add +2.4% | 398,760 | $137.3M |
| Citigroup Inc. | 0.14% | Add +7.9% | 381,952 | $131.5M |
| Woodmont Investment Counsel LLC | 11.07% | Add +2.3% | 381,789 | $131.4M |
| Invictus Private Wealth, LLC | 11.47% | Add +0.6% | 375,388 | $129.2M |
| Kensington Asset Management, LLC | 6.37% | No change | 370,300 | $127.5M |
| BOK Financial Private Wealth, Inc. | 9.19% | Add +0.1% | 358,703 | $123.5M |
| Envestnet Portfolio Solutions, Inc. | 0.46% | Reduce -10.5% | 355,935 | $122.5M |
| Gratus Capital, LLC | 5.57% | Reduce -4.2% | 351,062 | $120.8M |
| Bank of Hawaii | 5.86% | Reduce -3.5% | 349,555 | $120.3M |
| Brookstone Capital Management | 2.13% | Add +0.9% | 345,425 | $118.9M |
| Venturi Wealth Management, LLC | 7.58% | Reduce -1.6% | 343,044 | $118.1M |
| Stephens Group Asset Management, LLC | 10.76% | Reduce -0.4% | 342,399 | $117.9M |
| Provida Pension Fund Administrator | 2.90% | Add +122.6% | 339,357 | $116.8M |
| Avantax Advisory Services, Inc. | 1.02% | Add +27.7% | 334,939 | $115.3M |
| US Bancorp \de | 0.16% | Reduce -7.6% | 331,371 | $114.1M |
| Coldstream Capital Management Inc. | 2.83% | Reduce -4.4% | 323,225 | $111.3M |
| Beacon Pointe Advisors, LLC | 1.23% | Add +1.6% | 321,014 | $110.5M |
| Atria Wealth Solutions, Inc. | 1.24% | Reduce -1.5% | 319,220 | $109.9M |
| NewEdge Advisors, LLC | 0.95% | Add +0.3% | 316,591 | $109.0M |
| Pathstone Holdings, LLC | 0.51% | Reduce -8.9% | 315,857 | $108.7M |
| Wealthspire Advisors, LLC | 1.43% | Reduce -0.8% | 310,767 | $107.0M |
| Strategies Wealth Advisors, LLC | 16.16% | Add +2.4% | 305,112 | $105.0M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -10.6% | 300,025 | $103.3M |
| Cornerstone Management, Inc. | 22.40% | Add +40.8% | 293,128 | $100.9M |
| Baird Financial Group, Inc. | 0.21% | Reduce -1.2% | 284,437 | $97.9M |
| CENTRAL TRUST Co | 2.42% | Reduce -0.1% | 283,011 | $97.4M |
| B. Riley Wealth Advisors, Inc. | 2.57% | Add +28.7% | 348,674 | $94.9M |
| Mercer Global Advisors Inc. | 0.27% | Reduce -25.8% | 275,555 | $94.8M |
| Mosaic Family Wealth Partners, LLC | 15.47% | Add +1.6% | 272,905 | $93.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.16% | Reduce -5.9% | 271,613 | $93.5M |
| Permanens Capital L.P. | 11.29% | Add +47.9% | 266,854 | $91.9M |
| Creative Planning | 0.10% | Reduce -0.8% | 266,726 | $91.8M |
| Rezny Wealth Management, Inc. | 32.61% | Add +2.1% | 266,257 | $91.6M |
| Avior Wealth Management, LLC | 4.23% | Add +11.4% | 264,363 | $91.0M |
| Alliancebernstein L.P. | 0.03% | Add +3.6% | 261,462 | $90.0M |
| Two Sigma Advisers, LP | 0.21% | Add +1.7% | 259,600 | $89.4M |
| Orion Porfolio Solutions, LLC | 0.93% | Reduce -0.8% | 252,890 | $87.0M |
| Orion Portfolio Solutions, LLC | 0.93% | Reduce -0.8% | 252,890 | $87.0M |
| Safeguard Financial, LLC | 28.21% | Add +11.1% | 251,508 | $86.6M |
| Simon Quick Advisors, LLC | 6.44% | Add +15.2% | 249,785 | $86.0M |
| Financial Synergies Wealth Advisors, Inc. | 11.26% | Reduce -10.2% | 249,372 | $85.8M |
"% of holder's portfolio" is VUG's weight in each manager's 13F, not the share of Vanguard Mrngstar GR ETF-Sui the manager owns.